Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92K Buy
+572
New +$92K 0.04% 311
2024
Q4
Sell
-8,000
Closed -$1.14M 595
2024
Q3
$1.14M Buy
8,000
+3,000
+60% +$429K 0.55% 53
2024
Q2
$818K Sell
5,000
-7,570
-60% -$1.24M 0.55% 39
2024
Q1
$1.57K Buy
12,570
+10,936
+669% +$1.37K 0.95% 23
2023
Q4
$122K Buy
1,634
+1,359
+494% +$101K 0.14% 113
2023
Q3
$14K Buy
+275
New +$14K 0.01% 331